See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $30,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,679 | $59,417-50.0% | $93,606-68.3% | $74,495-60.2% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 13.41% | 81.83%-68.4pp | 133.20%-119.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,360 | $1,264+7.7% | $2,420-43.8% | $2,623-48.1% |
| Participant deferral / active EE | $1,528 | $3,050-49.9% | $4,411-65.4% | $4,346-64.8% |
| Admin fee / account holder | $87 | $3,021-97.1% | $8,285-99.0% | $1,942-95.5% |